RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$13.6M
3
+$8.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.26M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.82M

Top Sells

1
+$11.4M
2
+$10.1M
3
+$9.47M
4
DGRE icon
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
+$8.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.24M

Sector Composition

1 Technology 2.96%
2 Healthcare 1.69%
3 Industrials 1.51%
4 Financials 1.49%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,065
127
– –
-18,403
128
– –
-905
129
– –
-3,467
130
– –
-1,195
131
– –
-2,542
2 3 4 5
6